See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $385,693-100.0% | $385,693-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 84.6%-84.6pp | 91.1%-91.1pp |
| Annual return | 0.00% | 14.57%-14.6pp | 13.98%-14.0pp | 5.95%-5.9pp |
| Employer contribution / active EE | $44,088 | $30,623+44.0% | $29,699+48.4% | $27,493+60.4% |
| Participant deferral / active EE | $0 | $8,397-100.0% | $8,397-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $1,136-100.0% | $1,136-100.0% | $18,209-100.0% |